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The Best One Yet

đŸ’Ș “Peak Protein” — Kardashians’ protein popcorn. Trump’s empty-shelf warning. Trailer Parks’ Millennial moment.

Thu, 24 Apr 2025

Description

Trump’s de-escalating his trade war with China
 because of a warning about “empty shelves”.Kardashian protein popcorn?... In the Ozempi-conomy, protein brands are the top food trend.The hottest area of the housing market is
 trailer parks. We found 3 ways to invest.Plus, the untold origin story of
 The Teenage Mutant Ninja Turtles.$NVO $SPY $BXWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of
 TMNT 🐱Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.—-----------------------------------------------------Subscribe to our new (2nd) show
 The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Subscribe to our new (2nd) show
 The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Audio
Transcription

Chapter 1: What caused stocks to surge after Trump's meeting?

771.02 - 776.322 Nick

Like, if I'm watching the dancing and I'm noticing the feet aren't touching the ground, there's something wrong with the movie.

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776.603 - 793.491 Misha Brown

Find out what happens when massive hype turns into major fiasco. Enjoy The Big Flop on the Wondery app or wherever you get your podcasts. You can listen to The Big Flop early and ad-free on Wondery+. Get started with your free trial at wondery.com slash plus.

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798.516 - 822.945 Jack and Nick

For our third and final story, mobile homes have gone from ugly duckling of America's housing to beautiful swan. The boom in trailers, both as low price housing and as high return investment. All right, Jack, let's start by sprinkling on some context. 2011, the Atlantic Magazine published a piece calling mobile homes America's fastest dying business. How did that article age?

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823.026 - 843.293 Jack and Nick

Things are completely different now. Yeah, totally different. In 2025, we just saw this article published by Business Insider. It was titled Trailer Park Treasure. Because back in 2011, the trailer park industry had shrank by 70% in the previous decade. But today, the trailer park industry just finished a decade of 60% growth. That's right, besties.

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843.353 - 867.187 Jack and Nick

Mobile homes, aka manufactured housing, aka trailers, have experienced a 180-degree turn that would make Joe Dirt proud. From shrinking to growing. And the reason is pretty obvious. Crazy high rent prices and crazy high home prices across America. Trailers are the most affordable way to live. 21 million Americans live in them already, but that number is expected to grow as the industry wakes up.

867.327 - 875.453 Jack and Nick

And trailers, they're probably recession-proof too. But Yetis, as long as I have known Jack, he has had a deep obsession with land.

875.633 - 876.034 Jack

Yes, I have.

876.074 - 893.81 Jack and Nick

He's loved land. I don't know why you love land, but- I'll tell you why I love land. It is a truly scarce asset. Very acute answer. I wasn't expecting, but I like it. So Jack, because you love land, can you please drop us some numbers that explain this trailer home search? Well, first, let's start with the price of a home.

894.21 - 912.209 Jack and Nick

Because the average price of a home sold in America has been over $400,000 for each of the last four years. On the other hand, a mobile home is one-tenth as much. There's a few interesting reasons why mobile homes are so affordable. First, they're built in a factory. So they get economies of scale as they build more and more of them.

Chapter 3: What is the significance of the trailer park trend in housing?

1411.405 - 1412.286 Jack and Nick

We want to get to know you.

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